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    <h1 class="post-title">【6.14端午】6月上半月回顾</h1>

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        <span>2021.06.14</span>
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          <span>璀璨丶</span>
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      <p>本文仅为笔者对股市的思考历程，文中所提到的任何股票均不作推荐买入。</p>
<h2 id="【6-14端午】6月上半月回顾"><a href="#【6-14端午】6月上半月回顾" class="headerlink" title="【6.14端午】6月上半月回顾"></a>【6.14端午】6月上半月回顾</h2><p>端午节前的这两周市场走的很有意思，题材上，多样化，但是有一条线一直偏强，那就是延续了上个月的5g，这个月又叠加了鸿蒙题材的科技线。</p>
<p>另一方面，最近2周来看之前的强势板块，例如服装，医美，消费，白酒，虽有反复，但很多也都以急跌告终，这里面的原因，不乏有产业资本减持的因素影响，但本质上，是一级和二级市场的资金，对之前这些热门版块的估值，产生了一致性高估的认知，从而导致这些 热炒股票的共同见顶。</p>
<p>当然，不能排除这些股票在一段时间以后，其中非常个别的某些，凭借自身的成长性，优势，涨了回来，但是可以肯定的说这些板块本身的操作价值，已经相当低廉，当前的价格已然是一瓶瓶的毒药，不能去碰。</p>
<p>再回过头来看科技，最典型的代表，就是鸿蒙概念核心中的核心，润和软件。</p>
<p><img src="https://gitee.com/bright_rock/image_host/raw/master/img/20210614235840.png" alt="image-20210614235838413"></p>
<p><img src="https://gitee.com/bright_rock/image_host/raw/master/img/20210614235942.png" alt="image-20210614235941562"></p>
<p>润和软件的走势和朗姿股份的走势对比，很能反应出资金目前的偏好，已经从之前的“趋势龙头+一字板补涨”的组合形式，转换到了换手合力做题材的氛围，这一点，从最近的连板股走势也能看得出来。</p>
<p>先回顾一下5月份的连板股，从锦泓集团开始，到天原集团收尾，几乎全部的连板股，在3板和4板这个接力派入场很舒适的位置，都以一字加速的形式在走，进入6月后，却发生了变化。</p>
<p>细数一下 天原股份以后的连板股：</p>
<ul>
<li><p>002280 联络互动 摘帽 6一字+T</p>
<p><img src="https://gitee.com/bright_rock/image_host/raw/master/img/20210615000551.png" alt="image-20210615000550271"></p>
</li>
<li><p>605186 健麾信息 7板，4板一字 机构榜</p>
<p><img src="https://gitee.com/bright_rock/image_host/raw/master/img/20210615000628.png" alt="image-20210615000626026"></p>
</li>
<li><p>002536 飞龙股份 34板一字，5板一字阴线被砸</p>
<p><img src="https://gitee.com/bright_rock/image_host/raw/master/img/20210615000714.png" alt="image-20210615000713932"></p>
</li>
<li><p>603059 倍加洁 3板一字4板T，接跌停</p>
<p><img src="https://gitee.com/bright_rock/image_host/raw/master/img/20210615000757.png" alt="image-20210615000756342"></p>
</li>
<li><p>603196 日播时尚 5+1板   3板一字  服饰的尾声，接上海一日游</p>
<p><img src="https://gitee.com/bright_rock/image_host/raw/master/img/20210615001428.png" alt="image-20210615001426286"></p>
</li>
<li><p>002346 柘中股份 7板+跌停   456板一字</p>
<p><img src="https://gitee.com/bright_rock/image_host/raw/master/img/20210615001546.png" alt="image-20210615001545000"></p>
</li>
<li><p>002547 春兴精工 4+1换手   断板日前出减持公告</p>
<p><img src="https://gitee.com/bright_rock/image_host/raw/master/img/20210615001634.png" alt="image-20210615001632696"></p>
</li>
<li><p>传智教育 45板一字</p>
<p><img src="https://gitee.com/bright_rock/image_host/raw/master/img/20210615001721.png" alt="image-20210615001720219"></p>
</li>
<li><p>美格智能 5连换手  </p>
<p><img src="https://gitee.com/bright_rock/image_host/raw/master/img/20210615001735.png" alt="image-20210615001734079"></p>
</li>
</ul>
<p>复盘上述连板股的期间走势，可以看到，6月2日飞龙股份被砸一字阴线是一个很明显的分界线，在这一天之前，接力资金顶死一字板后，即便后续又接力产生实体板，股票本身并不会很快猝死（指次日跌停或者次日溢价极低），在飞龙股份产生明显的亏钱效应之后，后续产生的一字接力形式的连板股，次日的溢价也受到了影响，同样来看一下最近换手股票的核心–润和软件的走势：在6月2号分歧日的次日走了阴线后，借助鸿蒙不断超预期的利好，同时借助的一个周末效应周一启动，在6月份的第二周，完成了周一三四五，5天4个20cm的翻倍行情，并且这个过程全部换手，释放了相当大的赚钱效应。</p>
<p>目前盘面的风险点，在于大盘的不稳定，同样是最近2周，5月26号之后，市场尽管放量，但是指数却没有很大的上涨，后面还有一个超级大盘股三峡能源面临开板抽血，这些因素来看，趋势股的承压仍然不小。</p>

    
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